Experience
The Vanguard Group
Senior UX Strategist - Vanguard Workplace Services
July 2022 – present
- Currently driving creation of internal AI security research team focused on forecasting existential risk impacts to Vanguard and the broader investment industry
- Strategized and executed $1B modernization of critical client infrastructure using human-centered design, Agile, qualitative and quantitative research, contributing to 15-point increase in NPS over 3 years
Brand Strategist - Global Brand Marketing
July 2021 – July 2022
- Developed and executed $80M brand campaign from concept to execution, inclusive of creative strategy, media, and research, driving 11-point increase in brand favorability
- Spearheaded and wrote $1.3M sponsored content program with partners including New York Times, The Economist, and iHeart Radio, resulting in podcasts, articles, interactive reports, and audio features garnering over 10M views
Senior Automation & Digitization Consultant - Retail Automation & Digitization
May 2020 – July 2021
- Managed an interdisciplinary team focused on standardization of risk mitigation activities and automation of high-risk money movement processes
- Automated high-volume manual wire transfer operations, increasing efficiency by 67% and eliminating ~600k fail points annually
Innovation Specialist - Vanguard Innovation Studio
June 2019 – May 2020
- Drove development of novel financial services products across retail, institutional, and consultant client segments
- Employed human-centered design, Agile, and Lean frameworks to manage and execute multiple concurrent workstreams
Forrester Research
Senior Research Associate - Application Development & Delivery
June 2017 – December 2018
- Conducted primary research and project managed 40+ vendor evaluations, market analyses, and research reports covering enterprise digital transformation, digital experience, and business model design
- Project managed and coordinated research for company-wide innovation project developing new IP distribution methods
Combined Jewish Philanthropies
Associate - Young Adult Initiative
April 2014 – June 2017
- Provided logistical support for senior leadership, including planning and execution for 50+ events, management of a 3,000-donor database, weekly donor communications and daily social media management
- Participated in cross-departmental database development resulting in implementation of new company-wide CRM
Dunc’s Mill
Creative Director
September 2013 – August 2015
- Developed new brand position for high-growth microdistillery, resulting in full rebrand of entire product line
- Created and executed complete go-to-market strategy, resulting in sustainable profitability and eventual acquisition of company
Education
- BlueDot Impact Certificate, AGI Strategy April 2026
- CFA Institute Certificate, Investment Foundations Program May 2020
- Boston University B.A. with Distinction in History May 2012